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Spurstone Advisory Services, LLC13F | |
| Spurstone Advisory Services, LLC | |
| Last update 2025-05-12 | 104 Stocks (35 new) |
| Value $5.00 Mil | Turnover 20 % |
Spurstone Advisory Services, L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 5,185 | 1,151.7 | +2.15% | 22.410 | +0.47% | 0.000 | +8.49% | -15.74% | 3,143,842.0 | Hardware | |
XOM | Exxon Mobil Corp | 3,398 | 404.1 | 0% | 7.860 | 0% | 0.000 | +9.39% | +6.90% | 486,687.5 | Oil & Gas | |
UPS | United Parcel Service Inc | 3,642 | 400.6 | +150.65% | 7.790 | +4.68% | 0.000 | +7.29% | -18.70% | 84,201.3 | Transportation | |
CVX | Chevron Corp | 2,020 | 337.9 | 0% | 6.580 | 0% | 0.000 | +12.96% | +6.74% | 261,670.0 | Oil & Gas | |
RTX | RTX Corp | 2,524 | 334.3 | New Holding | 6.510 | +6.51% | 0.000 | +15.87% | +30.07% | 199,057.1 | Aerospace & Defense | |
SPY | SPDR S&P 500 ETF Trust | 573 | 320.5 | -1.55% | 6.240 | -0.10% | 0.000 | +18.72% | +6.81% | 637,826.2 | ||
FTNT | Fortinet Inc | 2,500 | 240.7 | -50.00% | 4.680 | -4.50% | 0.000 | +7.87% | +9.68% | 79,320.0 | Software | |
IWM | iShares Russell 2000 ETF | 1,132 | 225.8 | +0.27% | 4.390 | +0.01% | 0.000 | +19.03% | -0.13% | 65,727.5 | ||
PFE | Pfizer Inc | 8,003 | 202.8 | -13.97% | 3.950 | -0.66% | 0.000 | +15.20% | -2.71% | 141,649.7 | Drug Manufacturers | |
TRV | The Travelers Companies Inc | 596 | 157.6 | 0% | 3.070 | 0% | 0.000 | +0.73% | +6.01% | 57,383.5 | Insurance |
Spurstone Advisory Services, LLC's Historical Top Holdings Breakdowns
Spurstone Advisory Services, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
RTX | RTX Corp | 2025-03-31 | New Buy New Buy | +6.51% | 114.1 ($126.79) 135.66 | $149.00 | 17.52% | New holding | 2,524 | 2,524 | |
UPS | United Parcel Service Inc | 2025-03-31 | Add Add | +4.68% | 109.66 ($119.57) 136.26 | $99.44 | -16.84% | Add 150.65% | 3,642 | 2,189 | |
FTNT | Fortinet Inc | 2025-03-31 | Reduce Reduce | -4.50% | 92.49 ($101.38) 114.57 | $103.63 | 2.22% | Reduce -50% | 2,500 | -2,500 | |
ABBV | AbbVie Inc | 2025-03-31 | Sold Out Sold Out | -4.06% | 169.2 ($194.4) 216.66 | $188.54 | -3.02% | Sold Out | 0 | -1,200 | |
MCD | McDonald's Corp | 2025-03-31 | Sold Out Sold Out | -2.76% | 279.74 ($299.1) 321.29 | $298.83 | -0.09% | Sold Out | 0 | -500 | |
CARR | Carrier Global Corp | 2025-03-31 | Sold Out Sold Out | -2.60% | 62.07 ($66.44) 70.55 | $74.81 | 12.61% | Sold Out | 0 | -2,000 | |
MSFT | Microsoft Corp | 2025-03-31 | Sold Out Sold Out | -2.41% | 375.39 ($407.71) 447.2 | $503.83 | 23.58% | Sold Out | 0 | -300 | |
TT | Trane Technologies PLC | 2025-03-31 | New Buy New Buy | +1.90% | 332 ($361.35) 400.86 | $431.25 | 19.35% | New holding | 290 | 290 | |
OTIS | Otis Worldwide Corp | 2025-03-31 | Sold Out Sold Out | -1.76% | 90.77 ($97.69) 104.01 | $99.26 | 1.61% | Sold Out | 0 | -1,000 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | New Buy New Buy | +1.53% | 461.52 ($511.2) 548.18 | $295.30 | -42.23% | New holding | 150 | 150 |
Spurstone Advisory Services, LLC Total Holding History ($B)
Spurstone Advisory Services, LLC's Asset Allocation
Spurstone Advisory Services, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Spurstone Advisory Services, LLC's Hypothetical Growth since 2025-03-31
Spurstone Advisory Services, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Spurstone Advisory Services, LLC's Holdings Heat Map
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Spurstone Advisory Services, LLC's Holdings Bubble Chart
Spurstone Advisory Services, LLC News
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